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| Provider | Service type | Compensation |
|---|---|---|
MECHANIC LAW FIRM4+ years Service code 29 · EIN 30-0607248 6420 SW MACADAM AVE. · PORTLAND, OR 97201 | Legal | $207,377 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 10 SOUTH DEARBORN · CHICAGO, IL 60603 | Investment Management | $100,563 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 93-0675641 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Actuarial | $76,666 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 120 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Actuarial | $76,666 |
ALAN BILLER & ASSOCIATES4+ years Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $73,028 |
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590517 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $69,660 |
OGLETREE DEAKINS4+ years Filed as: OGLETREE DEAKINS ET AL Service code 29 · EIN 57-1044820 222 SW COLUMBIA ST. 1500 · PORTLAND, OR 97201 | Legal | $57,944 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-2984230 1300 SW 5TH AVENUE · PORTLAND, OR 97201 | Securities Custodian | $36,871 |
GOLDEN CAPITAL MANAGEMENT3 years Service code 28 · EIN 56-2210064 10715 DAVID TAYLOR DRIVE · CHARLOTTE, NC 28262 | Investment Management | $22,240 |
GEFFEN MESHER3 years Service code 10 · EIN 93-1042710 888 SW 5TH AVENUE, 800 · PORTLAND, OR 97204 | Accounting | $19,706 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -4.79% | 7.01%-11.8pp | 12.68%-17.5pp | 0.19%-5.0pp |
| Employer contribution / active EE | $2,798 | $12,638-77.9% | $22,860-87.8% | $13,763-79.7% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |